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Recent

Mar 26
The 4th day of the 56th 9/11 pretrial hearings began around 0900 at Guantanamo Bay, Cuba. We had another full day of testimony from retired FBI Special Agent Gaudin. Image
Slow morning at the MilComs. Counsel for Mustafa al Hawsawi was still absent, he also waived right to attend. Ammar al Baluchi and Khalid Shaikh Mohammad were present. Khallad bin Atash waived this morning attended PM.
The morning began with discussions about Unique Functional Identifiers (UFIs) the government gave to protect identities of personnel involved in the former CIA Rendition, Detention, Interrogation (RDI)/torture program. There are 69.
Read 35 tweets
Mar 26
**For Entertainment Purposes Only**

If you live in Calgary, you’ve probably seen the emerging political scandal with minimal details released so far. It’s got me poking around, and I’m wondering if this all leads back to the Barron Building Project.

This is a long one... but I want to know your thoughts and if anyone else has put these pieces together.Image
The historic downtown tower was supposed to be the crown jewel of our “revitalization.” It was built in 1951 by J.B. Barron, one of the first Jewish lawyers in Calgary, a prominent figure in the early Jewish community, and a passionate theatre impresario who owned venues like the Palace and Grand Theatres and brought world-class performers to the city. Decades later, Riaz Mamdani’s Strategic Group acquired it and is converting it into apartments with $8.5 million in taxpayer grants... a “special exception” pushed through Council.

What makes this even more alarming is the state of the business itself. When the City was approving these 'special exceptions,' Strategic Group was already in the middle of a massive financial collapse. By their own admission, they were losing $3 million a month and had been forced into court-ordered receivership for dozens of properties. Why was City Hall committing $8.5 million in taxpayer money to a developer that a judge had already deemed financially unstable? To me, it doesn't look like an investment in the city....it looks like a taxpayer-funded life raft for an insider friend.
Something odd to me is that the Strategic Group used what appears to be a direct visual copy of a Masonic Senior Deacon’s jewel.... the “Messenger” and “Guide” who carries messages between high-ranking officers. Suspicious that a developer would brand with a symbol literally meaning “The Insider Messenger.” A nod to those in the know?Image
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Read 9 tweets
Mar 26
1/ With American ground forces building up in the Gulf region, much attention has been paid to Kharg Island in the northern Persian Gulf. But what about the Iranian-held islands in the Strait of Hormuz? Here's why they might be a higher priority for possible landings. ⬇️ Image
2/ Seven Iranian-controlled islands punctuate the narrow strait between Iran and Oman: from west to east, Abu Musa, Greater and Lesser Tunb, Qeshm, Hengam, Larak and Hormuz itself. All are part of Iran's Hormozgan province.
3/ Two more Iranian islands, Bani Forur and Sirri, are located further west, in the Persian Gulf proper. They have strategic value as locations for reconnaissance, surveillance of shipping traffic, and possible interdiction. Both have an Iranian military presence.
Read 34 tweets
Mar 26
(1/10) @realDonaldTrump cited me as supporting his attack on Iran and expressing regret we didn’t do it during the Biden Administration. Except I didn’t.
(2/10) For what I did say, see the clips below.
(3/10) In short: President Trump made a terrible decision to tear up the Iran nuclear deal (“JCPOA”) in 2017 and replace it with nothing. The Obama Administration put Iran’s nuclear program in a box, President Trump let it out.
Read 10 tweets
Mar 26
Wall Street quant desks spend $500K+/year building trading systems

Claude can build the retail investor version (for free)

Here are 10 prompts that turn Claude into your personal quant analyst: Image
1. The Renaissance Technologies Backtesting Framework

"I want to backtest a simple trading strategy before risking real money. Help me build a framework.

My strategy: [DESCRIBE - e.g., buy when RSI drops below 30 on a stock above its 200-day MA, sell when RSI hits 60]

Walk me through:
- What historical data do I need and where to get it for free?
- How do I account for transaction costs and slippage so the backtest is realistic?
- What's the proper way to split data into training and testing periods so I'm not just curve-fitting?
- Run a basic backtest of my strategy and show me: win rate, average gain vs average loss, max drawdown, and Sharpe ratio
- How does this compare to just buying and holding SPY over the same period?

Write the Python code to run this. Keep it simple enough for someone who can copy and paste but isn't a developer. If the strategy doesn't beat buy and hold, tell me."
2. The Two Sigma Position Sizing Calculator

"I need a position sizing system that prevents me from blowing up my account.

My account size: [AMOUNT]
My strategy: [CSPs / WHEEL / LEAPs / SWING TRADING]
My max acceptable drawdown: [PERCENTAGE]

Build me:
- A Kelly Criterion calculation for my typical trade win rate and average win/loss ratio
- A fractional Kelly recommendation (what percentage of Kelly I should actually use to be safe)
- Maximum position size per trade as a dollar amount and percentage of portfolio
- Maximum total capital deployed at once (how much should stay in cash?)
- A simple rule: if my account drops X% from peak, what do I cut position size to?
- A table showing position size at different account levels from $10K to $200K

Give me a formula I can use before every trade. Make it simple enough to calculate in my head."
Read 13 tweets
Mar 26
Casually recruiting 15 female students at the local university who've been strangled... at least four times in the last 30 days.
Thread full of people defending the practice...
I don't know if it's brain damaging or not, but I do know it doesn't have to be this way. Please read the link below...

jsanilac.com/dominance
Read 4 tweets
Mar 26
POV: You just discovered authentic Persian Shir Khorma 🔥

Dates + walnuts + ginger = the most comforting drink from old-school Iran.

Repost so more people discover real Persian flavors.

Recipe in the comments below 👇🏻
Ingredients:

2 cups plant milk
4 dates
Handful of walnuts
1 inch ginger, peeled
0.5 tsp cinnamon
0.5 tsp cardamom
Method:

Blend all the ingredients together. Bring to a boil, then simmer on low heat for about 5 minutes or until slightly thickened.

Enjoy!
Read 3 tweets
Mar 26
It was a great privilege to visit India in recent days – my first visit as Under Secretary of War for Policy to a non-treaty ally. My visit only strengthened the conviction that there is deep alignment of interest between the United States and India. I come away with redoubled confidence that India is and will continue to be a strong and durable key partner for the United States. 1/16Image
It was a particular privilege to meet with Minister of External Affairs Jaishankar and have a wide-ranging discussion on geopolitics and the importance of a clear-eyed approach to international politics. @DrSJaishankar @MEAIndia 2/16 Image
I co-chaired the Defense Policy Group (DPG) with Defense Secretary Rajesh Kumar Singh to advance the Framework for the U.S.-India Major Defense Partnership, which Secretary of War Hegseth and Defense Minister Singh signed last October. @SpokespersonMoD 3/16 media.defense.gov/2025/Nov/13/20…Image
Read 16 tweets
Mar 26
Thread 🧵- Why Liverpool should consider Julian Nagelsmann to take over as manager.

Personally, Nagelsmann is my preferred choice to take over if Arne Slot gets the sack. Because he has everything I want in a Liverpool manager

Let me show you why #LFC 👇 Image
While Nagelsmann is currently the Germany manager, his contract is up this summer, post-World Cup.

With long-standing interest in him from the Liverpool side, as he was seen as a natural Klopp successor.

Things didn't work out back then. Let me show you why it should now. Image
Nagelsmann has a lot of the traditional German football school in his tactics. He wants high-intensity, high-paced football, relying on positionism to do so.

He has a very effective style for modern football, with a flexible approach to formations, in and out of possession. Image
Read 20 tweets
Mar 26
And did I post this one already for Core Training...

Covid infections cause a reduction in sets of your immune cells that fight infections... and when you keep catching covid that effect keeps getting worse, so you're increasingly prone to being off sick with cold cough flu. Image
There are over 750 of these charts for the different categories... so I'm just going to pull out a very few of the serious ones for the different groups.
There are pregnancy problems in loads of groups, as well as the ones I've already posted.

Imagine being a midwife and *knowing* this is happening to you and your colleagues.

Again, remember that we have every reason to assume this was not rising before covid. Image
Read 36 tweets
Mar 26
So it's clear that BA.3.2 preferentially infects children, something we have never seen before in a SARS-CoV-2 variant.

Why?

The question's baffled me, but after a suggestion from Darren Martin, I think I have an explanation that makes sense.
1/16
I've tried to make sense of BA.3.2's penchant for kids by considering its unique spike: more compact, more closed, & more antibody-evasive than any other variant.

But I think another feature of BA.3.2 is responsible: its wholesale deletion of ORF7a, ORF7b, & ORF8 (∆ORF78).
2/
∆ORF78 is rare but not unheard of; it was in several late XBB variants (GW.5.1.1, FW.1.1, GE.1.2, etc) & a few branches of other variants. I've long thought these late XBB had an advantage in some population subsector, but I didn't suspect kids.
3/
Read 17 tweets
Mar 26
95% will scroll past this.

The 5% who don’t?

They catch #Fartboy's next run up. Image
It doesn’t look obvious yet.

That’s the point.

Now is the time.

If you're early, make yourself known 👇
This is where conviction gets tested.

Not at $50M.

Not when everyone’s posting it.

Here.
Read 6 tweets

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